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There are two ways to add files/attachments to a case: Drag-&-Drop or Manual Searching

1. Drag-&-Drop

   1. Files can simply be dragDrag-&-dropped drop the file into the Files section of a Case

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   2. Click Done

   Manual Searching

   1. Click on Add Files

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   2. Your file will now appear in the Files section of the Case

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2. Manual Searching

   1. Click on Upload Files

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   2. Search for the file you want to upload and click Open

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   3. Click Done

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   4. Your file will now appear in the Files section of the Case

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Adding Case Notes

1. Click on New Case Note

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2. Document Case Note Information

   1. Update the Date/Time, if applicable (defaults to the time “right now”)

   2. Owner will default to the author of the Case Note

   3. Add Notes

   4. Click Save

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3. View Case Note

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